Define and track key performance indicators (KPIs) such as customer health scores, time-to-value, net revenue retention, and platform adoption metrics
Design and implement customer success metrics and dashboards that provide actionable insights into customer health, product adoption, churn risk, and expansion opportunities
Support change management initiatives to drive adoption of new customer success processes and tools across the organization.
Conduct user research and gather feedback from customer success teams to continuously improve platform usability and effectiveness
Work cross-functionally with Sales, Marketing, and Support teams to ensure seamless customer data flow and consistent customer experience across all touchpoints
Own and manage the customer success platform product backlog, defining and prioritizing epics, user stories, and acceptance criteria aligned with customer success objectives and business goals
Drive the implementation and optimization of customer success tools, particularly Gainsight, ensuring maximum adoption and value realization across the organization
Stay current with customer success best practices, emerging technologies, and competitive landscape to identify opportunities for platform enhancement
Partner closely with Customer Success Managers, Customer Success Operations, and leadership to understand customer journey challenges and translate them into product solutions
Collaborate with engineering teams to define technical requirements for customer health scoring, risk identification, automated playbooks, and customer engagement workflows
Requirements
gainsight
salesforce
api
agile
tableau
b2b saas
Demonstrated ability to work with APIs and understand technical integration requirements
Experience writing detailed user stories, acceptance criteria, and working within Agile/Scrum development methodologies
Previous experience in a Customer Success Manager or Customer Success Operations role
Familiarity with Salesforce CRM and integration patterns
Experience with customer journey mapping and process optimization
Experience with additional customer success tools (ChurnZero, Totango, HubSpot Service Hub, etc.)
Strong stakeholder management skills with ability to influence and align cross-functional teams
Experience with data visualization and business intelligence tools
Understanding of B2B customer lifecycle management and subscription business models
Bachelor's degree in Business, Computer Science, Engineering, or related field
3-5 years of product management or product owner experience, preferably in B2B SaaS environments
Knowledge of customer success automation and workflow design
Hands-on experience with Gainsight platform, including configuration, administration, and optimization of customer success workflows
Experience in fast-growing SaaS companies with complex customer segments
Gainsight Administrator or Power User certification
Strong understanding of customer success methodologies, including customer health scoring, risk management, and expansion strategies
Data analysis skills with experience in creating dashboards and reports using tools like Tableau, Looker, or similar platforms